Advisor Software

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Founded in 1995, Advisor Software Inc. is one of the leading providers of wealth management solutions for the advisory market in the United States. Located in Lafayette, Calif., its applications are designed for a wide range of asset management firms, broker-dealers, banks, insurance companies, online brokerages and other financial institutions. Some of its products include wealth manager, portfolio rebalancing solution, client acquisition solution and portfolio diagnostic tools. Its portfolio of clients includes Charles Schwab, Russell Investment Group, LPL Financial, Moss Adams Wealth Advisors LLC, State Street Global Advisors (SSgA), to name a few.